top of page
MAXTech Powered by kvCORE
kvCORE Quick Tips
kvCORE Success Meetups: Tips Tricks and...
IMPORTING YOUR CONTACTS EASILY INTO MAX/TECH Powered by kvCORE
Importing your contacts into kvCORE can be a simple process if you use their importing template Here are some tips and the spreadsheet you can start working on now so when it opens in your area you are ready to go!
When importing contacts into kvCORE, you have two options: let us handle it for you to save time and avoid incorrectly importing your data or import the contacts yourself to retain full control over the process.
Regardless of the import option you choose, we recommend that you use the applicable import template as a guide for formatting your file.
Please Note: You will not get New Lead Notifications for leads you manually add or are via a CSV.